Liquid CRM

About Us

Liquid CRM is a specialist Microsoft Dynamics CRM Gold certified implementer with offices in Johannesburg and Cape Town (our head office).

Over the last eleven years we have implemented well over 150 successful CRM projects for leading clients like Sanlam, Old Mutual, Momentum, Investec, WWF and Business Connexion. Although we work predominately with larger organisations in the Financial and Professional Services industries, our experience extends into Retail, Non-Profit, Media, Telecommunications, Pharmaceuticals, IT Services, Shipping and Education with clients ranging from 3 to 3000 users.

Our core ethos is to help our clients to unlock true value from their CRM investments by finding the smart, simple solution to complex challenges. We aim to create long-term trust by being client focused and operating with complete integrity.

We offer a complete service offering based on Microsoft’s best practise Sure Step methodology combined with our own hard earned local experience including configuration, training, support, data migration, integration, customisation, reporting and CRM and CX business consulting and coaching.


Roger’s passion is leveraging the latest technology to craft exceptional client experiences.


Roger is the founder and Managing Director of Liquid CRM, a leading Microsoft Dynamics CRM software integrator since 2004. He is a trusted adviser on all things CRM to major South African clients like Old Mutual and Sanlam. And he is an entrepreneur with hard earned practical experience.

After obtaining his Bcom from UCT his career originated in business software implementation. From there he joined Microsoft in a solution sales role. Here he spotted the early version of the Microsoft CRM product and left the comfort of the corporate world to build his own business based on it. Since then Roger has been immersed in the world of CRM and Client Experience Management in a range of industries but especially in Financial Services like Insurance and Asset Management. He is also an active member of the Entrepreneurs Organisation.

Roger has been exposed to extensive learning and coaching in this space including Experience Marketing at the Graduate School of Business as well as Sales Methodologies including Targeted Account Selling and Miller Heiman. This makes him ideally position to consult to clients helping them to get the most from technology in the customer space, not only at a technical level but also at a business level.